Questions tagged [duplicate-management]

For questions regarding duplicate management in your Salesforce Organization.

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40 views

How to deduplicate records in Salesforce using SOQL? [closed]

For some reason there are created duplicated records for certain custom object. Some of these records are inserted (incorrectly) exactly 2 times. Duplicated records have the same data in fields (...
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1answer
25 views

Check and not allow to create more than one record with similar start date

I have a custom object naming Time_Sheet__c having Start_Date__c (Date field) & End_Date__c (Date field) as two of its custom fields. Please help me with suggesting an Apex code to check the ...
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1answer
446 views

Identify and mark duplicate records in Opportunity using Apex and SOQL

I have about 400K records in opportunity object which needs a cleanup of duplicate records using a batch class. I don't want to delete the duplicate records, I want to check them as 'prospective ...
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1answer
671 views

Duplicate Management when converting leads

I have created a duplicate matching rule for accounts and for contacts. When I create a new account or new contact, both matching rules will fire and highlight possible duplicates. When I convert a ...
2
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1answer
45 views

How to capture duplicate rules in apex

I have the following duplicate rule: I have Allowed Action on create and Action on edit but when I try to create a duplicate account in apex, I get an error: System.DmlException: Insert failed. ...
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1answer
483 views

findDuplicates throws exception if there are no active duplicate rules

I've noticed that theDatacloud.FindDuplicates.findDuplicates() method will not return gracefully if there are no active duplicate rules for the object. Instead, it throws an exception System....
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1answer
38 views

Fuzzy not working for lead company name

I created a matching rule and duplicate rule regarding lead company name and i tested by creating records with company name as test and test data The record is saving without showing any duplicates ...
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2answers
28 views

How to store field values of merged record details in Salesforce

I have a requirement to merge different accounts in Salesforce. When record B is merged with record A, record B will be deleted and will be merged into A. Is there any possiblity of storing the ...
2
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1answer
4k views

How to auto convert Leads (using trigger) into account, contact and opportunity

I want to write trigger which can automatically convert leads into account, contact and opportunity. What I have tried so far: trigger ConvertLead on Lead (after insert, after update,before ...
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0answers
20 views

How to use DuplicateRecordSet field: SobjectType

According to the documentation, DuplicateRecordSet there is a field SobjectType, however, after running the following code in Execute Anonymous, it doesn't appear that this field exists... Map<...
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0answers
23 views

findDuplicates size() always 1 - how to prevent duplicates on accounts created from a trigger on a custom object

When a custom object record is created, I'd like to create a personAccount from that record's field values, but I also don't want to create duplicates. I'd like to use the standard duplicate / ...
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1answer
573 views

Duplicate Contacts (email address) - Using Email-To-Case?

Are there any documents to help with the scenario below? Salesforce Org where there can be more than one Contact with the same email address (different Accounts) Our org [will have] five (or more) ...
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0answers
7 views

Managing preferences for multiple unique subscribers with the same e-mail address

This is in reference to the SFMC function of Dedupe subscribers. A previous post says "that SFMC de-dupes by Email Address, not Subscriber Key. So if you have the same email address with multiple ...
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1answer
51 views

Duplicate Warning - Fire a warning on duplicate records

I am quite new to Salesforce. I have a Custom_Object__c, and community users can create records for this object. A duplicate rule is also set up for this object (Let's say : it compares ...
2
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1answer
24 views

Duplicate Cases while responding through outlook

I Have configured email-to-case. there is one support distribution group. there are three members(A,B,C) in the group and Email-to-Case address. when a customer sends an email to this distribution ...
2
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0answers
61 views

Duplicate management: Insert Account Id of duplicate record in API REST Response

I'm planning to integrate an external website with Salesforce. In Salesforce I used Matching and Duplicate rules in order to block the creation of new duplicated PersonAccount and those rules work ...
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2answers
51 views

Execution order of multiple Duplicates rules on an Object

I have two active duplicate rules on Account object. Is there a particular order in which they are executed? or is it random? If a record is marked as "duplicated" by a Duplicate Rule, this record ...
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0answers
12 views

Show duplicate accounts on case page

Is there a way to show duplicate accounts on Case page? Based on the value in 2 fields (1 custom field Brand, and the account Email field) So if a case is open on one account, and in the system there ...
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1answer
537 views

Salesforce Duplicate Management - Importing Duplicates

I have Duplicate management implemented in our org. We do a fuzzy match on account names, but allow users to save if there is a possible duplicate. I have just imported a number of account, of which ...
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0answers
33 views

Merge Duplicate Contacts

So I have Salesforce system that was implemented 6 years ago and sits ontop of a extremely old sales system. When implemented it was built in a way that it creates duplicate contacts on different ...
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2answers
497 views

Duplicate Management in Lightning - Matching Rules vs Duplicate Rules

In Salesforce Classic experience, we can manually search for duplicate records and pick and choose which ones we want to merge. In Lightning, however, this is not possible, and only records identified ...
10
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2answers
352 views

Is Duplicate Management detecting duplicate records inside a bulk dml transaction?

I'm getting a really weird behavior from the new Duplicate Catcher in Salesforce. It seems like sometimes, the standard Duplicate Catcher will catch duplicate when doing a bulk operation, but some ...
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2answers
450 views

How to check if Visualforce page is already Open

I have a button in salesforce when clicked opens a visualforce page. And when the button is clicked twice it opens two windows of visualforce pages. I want the window to be opened only once. If the ...
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1answer
558 views

Email alert when duplicate occurred using Duplicate Management Tool

I have set up a duplicate rule with Report as active. What I need is when a duplicate occurred in the system for any sObject (in my case it is Account), it needs to send a email to a email address ( ...
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1answer
1k views

Is the Potential Duplicate Standard Component also for Custom Objects on the roadmap?

I found that there is an Potential Duplicate Lightning Component (Standard) available for Lead, Accounts and Contacts. The components has also a merge process build in. This is very nice and important ...
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1answer
28 views

Merge Statement on Duplicate Leads/Contacts

We currently have a web form that connects to leads in Salesforce - The issue with this is that we are finding that we have contacts with the same email address/similar names. It is possible in apex ...
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1answer
60 views

Upsert causes custom and standard Duplicate Rules to fire

Could you help me understand why does my duplicate rule is firing upon insert? This is the controller: Boolean idExists = false; List < Lead > leads = [SELECT Id, Name FROM Lead WHERE Email =: ...
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0answers
31 views

Replicate “Merge Contact” Related List button behavior on Account Detail Page in Lightning

We are migrating to Lightning from Classic, we found that "Merge Contact" button is not available in Lightning on Account Page. I see that there is standard component Named "Potential Duplicate", ...
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0answers
13 views

Duplicate records don't come in Duplicate Record Set Immediately

If I create a Duplicate Record and go to the Duplicate Record Set which is created for a particular Duplicate Rule then I don't get the newly created duplicate record in the Duplicate Record Set/Item. ...
0
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1answer
80 views

Create a Trigger to merge Leads if the Email already exists on a Lead

I have multiple Web-to-Lead forms that gather information for different fields. I want to store all the info under one lead, with the email address being the key. I want to create a trigger to query ...
0
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1answer
23 views

Webservice is allowing duplicate record creation

I have below piece of code in web service apex class. If account is found with given emailId then I am updating the account, if account is not found with emailId then I am creating new account record. ...
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1answer
554 views

How do i Prevent Duplicate values on Custom Text area field?

I have a custom field on which i want to Capture the Serial number of an Asset. Now I want to have a validation rule on this field so that it eliminates duplicate values on this field. So that means ...
2
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0answers
28 views

how to deduplicate millions of records of custom objects [closed]

In an org of a client we have about 170 million records of mostly custom objects, with some single custom objects having as much as 70 million records on their own. The problem is that for about 10 ...
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1answer
65 views

Lead Trigger and lead.addError()

I have this problem with triggers: We have integration with our backoffice to receive leads. Unfortunately, we can't change this integration. It sends the leads when when it shouldn't. On insert if ...
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1answer
658 views

Convert a Lead and associate it to an existing contact in Lightning

When converting a lead in Salesforce classic, after clicking 'Convert' I am given the chance to attach it to an existing contact (from a drop down) from possible duplicates. This step is missing ...
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2answers
548 views

DeDupe Existing Records

We have recently enabled Data.com Duplicate Management System to prevent duplicates from getting created for Leads, Contacts and Accounts. It works fine. But we also want to remove duplicates from the ...
1
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1answer
449 views

Removing duplicate values from picklist

I am trying to extract picklist value from a custom object Product__c, but I am getting duplicate values in the dynamic picklist. Controller Code public class VFOnlineShoppingController { //...
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1answer
34 views

At which level do duplicate rules work?

I'm trying to prevent the insertion of duplicate records from concurrent transactions. FOR UPDATE does not seem like a good candidate because the records are not updated, so there is nothing to lock. ...
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4answers
378 views

Mobile Push Demographics data shown multiple device ID for one contact in SFMC

I found that my contact ID in SFMC had shown multiple device ID in Mobile Push Demographics data. In actual, I only have 2 active device, but why in SFMC shown 4 device ID, and 3 of them are still ...
2
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1answer
595 views

Account Id field not available in 'Standard Fields' list of Contacts

I have a requirement where we need to prevent Duplicate Contacts. The criteria should be based on First Name, last Name and Account id. I am trying to implement 'Duplicate management' functionality. ...
0
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0answers
17 views

AgentWork object

I am working with the AgentWork object, the thing is several AgentWork are being created with the same WorkItemId, when its status changes. My doubts are: First, I do not understand why several ...
0
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0answers
109 views

Email To Case with duplicate contacts (intentionally)

We have intentionally created duplicate contacts in Salesforce. Importantly these records have the same email address but the rest of the fields maybe slightly unique. For the sake of argument they ...
2
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2answers
88 views

DUPLICATE_VALUE:duplicate value found error on field that ISN'T marked is Unique?

I am trying to insert records via informatica, I am getting this error: "","false","false","DUPLICATE_VALUE:duplicate value found: customfield__C duplicates value on record with id: xxxxxxxxxxxx:--" ...
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0answers
22 views

How to do alphanumeric only duplicate detection

I need to enabled duplicate detection and blocking on text fields that only checks the alphanumeric characters in the string and is exact for those characters. The available fuzzy algorithms do not ...
0
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1answer
20 views

Dedupe CloudPages DE records

I was building a test Cloud Page using the system CloudPages DE to capture user preferences. It had no problem capturing input information. However, when users re-entered their info and change their ...
0
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1answer
21 views

Finding semi duplicates

I have been given a list of 2000 accounts my sales rep got from some marketing company. Is there a better way than: SELECT AccountId, Name FROM Account WHERE Name LIKE '%Some row[1] substring%' ...
0
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0answers
118 views

How does Potential Duplicate Component and Duplicate Record Sets work?

TLDR: Can we retrieve duplicate records in 'View Duplicates' using Apex or SOQL. Details I am planning to create a list view with a column of 'View Duplicates' link or button. Similar to below image ...
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0answers
52 views

Duplicate Record Sets - Action on “Compare and Merge”

How can i add an action (process builder or call Apex Class) on Duplicate Record Set Object when clicking this button on top right? Compare and merge? I want to add an action to somehow lock the ...
4
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2answers
4k views

I'm getting DUPLICATES_DETECTED errors when creating accounts that are not duplicates, via REST

When creating new accounts by posting to /services/data/v36.0/sobjects/Account/ I'm getting DUPLICATES_DETECTED where there are no duplicates. When posting this JSON, this account is created {"...
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0answers
18 views

Ways to Add Custom Actions - Button on Duplicate Record Set

I would like when a user makes an update on the status of a Duplicate Record Set to show a custom confirmation message. Is there any possible way this could be achieved? Is i see, i cannot create ...

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